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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

178 hedge funds and large institutions have $994M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 158 → 178 (+20)

3.06% more ownership

Funds ownership: 76.91% → 79.97% (+3.1%)

2% more capital invested

Capital invested by funds: $975M → $994M (+$18.2M)

Holders
178
Holders Change
+20
Holders Change %
+12.66%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
34
Increased
67
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$14.8M
3
OIA
OneDigital Investment Advisors
Kansas
+$6.77M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.89M
5
FCM
Fortis Capital Management
Washington
+$4.27M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$18.5M
2
CWM
Cornerstone Wealth Management
Missouri
-$11M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.3M
4
LPL Financial
LPL Financial
California
-$6.25M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$198M +$34.4M +354,980 +21%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$125M +$14.8M +153,041 +13%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$90.2M +$3.34M +34,441 +4%
LPL Financial
4
LPL Financial
California
$61.6M -$6.25M -64,478 -9%
Morgan Stanley
5
Morgan Stanley
New York
$54.5M +$1.17M +12,063 +2%
Allianz Asset Management
6
Allianz Asset Management
Germany
$31.1M -$3.58M -36,915 -10%
OIA
7
OneDigital Investment Advisors
Kansas
$30.3M +$6.77M +69,879 +28%
RIP
8
RAM Investment Partners
Washington
$30.2M +$3.71M +38,265 +14%
MAG
9
Mokosak Advisory Group
Iowa
$19.7M +$348K +3,586 +2%
UBS Group
10
UBS Group
Switzerland
$18.5M +$1.26M +13,022 +7%
XF
11
XML Financial
Maryland
$15.8M +$425K +4,382 +3%
CW
12
CreativeOne Wealth
Kansas
$13.6M +$2.28M +23,547 +20%
FCM
13
Fortis Capital Management
Washington
$13.3M +$4.27M +44,090 +46%
AP
14
Agilis Partners
Massachusetts
$12.7M -$845K -8,719 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.7M -$1.24M -12,808 -10%
NG
16
Novem Group
New York
$10.2M +$10.4M +106,979 New
TCM
17
Towercrest Capital Management
Pennsylvania
$9.42M -$309K -3,192 -3%
AWMG
18
Alliance Wealth Management Group
New Jersey
$9.4M -$310K -3,197 -3%
NWAG
19
Net Worth Advisory Group
Utah
$9.12M -$43.4K -448 -0.5%
ML
20
McAdam LLC
Pennsylvania
$8.75M +$188K +1,943 +2%
Raymond James Financial
21
Raymond James Financial
Florida
$8.34M +$8.5M +87,664 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.24M +$4.84K +50 +0.1%
Wells Fargo
23
Wells Fargo
California
$7.81M -$351K -3,622 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$7.24M +$21.7K +224 +0.3%
AFP
25
Ausdal Financial Partners
Iowa
$7M +$62.8K +648 +0.9%
1
2 3 4 5

CORP Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q4 2024, worth a combined $994M — up 1.9% from $975M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CORP positions and 11 closed out — a net gain of 23 holders — while 67 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $34.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 178 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q4 2024, up from 158 in Q3 2024.
  • Funds reported $994M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 34 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q4 2024 and 11 closed out, a net change of +23 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q4 2024 was Bank of America, an estimated $34.4M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q4 2024 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.